| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 143 | 115,910 | IVV, VTI, IJR, XLK | 13F-HR | 11/5/2025 | 000173653525000007 |
| Q2 2025 | 146 | 112,779 | IVV, VTI, IJR, XLK | 13F-HR | 8/14/2025 | 000173653525000005 |
| Q1 2025 | 152 | 104,673 | IVV, VTI, IJR, XLK | 13F-HR | 4/14/2025 | 000173653525000003 |
| Q4 2024 | 177 | 109,295 | IVV, VTI, IJR, XLK | 13F-HR | 2/5/2025 | 000173653525000002 |